Unclaimed
Michael Darosa is an Investment Advisor Representative at BBR Partners, LLC. Michael has been in the industry for over 7 years. Michael is registered with the state of New York. Michael earned his Series 65 license by passing the Uniform Investment Adviser Law Examination in July 2021. BBR Partners, LLC is a registered investment advisor with offices in New York. The firm's services include financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. BBR Partners, LLC is a multi-faceted firm with extensive experience working with clients across many client types.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
03/29/2021 - Present
BBR Partners, LLC (NEW YORK NY)
IA
Issued 07/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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